DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VALEN PRIVATE CAPITAL, LLC.
PAOLI, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VALEN PRIVATE CAPITAL, LLC. | Independent wealth | Jun 8, 2026 | n/a | yes | PAOLI, PA | Current employment |
| SANCTUARY ADVISORS, LLC | Bd affiliated wealth | Jun 5, 2026 | Jun 5, 2026 | no | PAOLI, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 13, 2022 | May 19, 2026 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Apr 28, 2020 | Sep 27, 2021 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANCTUARY ADVISORS, LLC | VALEN PRIVATE CAPITAL, LLC. | Jun 5, 2026 | Jun 8, 2026 | 3 | Firm change | Ibd to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SANCTUARY ADVISORS, LLC | May 19, 2026 | Jun 5, 2026 | 17 | Firm change | Wirehouse to ibd |
| EQUITABLE ADVISORS, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Sep 27, 2021 | Jun 13, 2022 | 259 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 226606:342364:PA:2026-06-05 | Jun 5, 2026 | Jun 8, 2026 | PAOLI, PA | Firm change |